Page 1 of 4

Customer Solution Executive

At Evolver, we’re on a mission to transform how professionals in finance, operations, and tax work. By combining cutting-edge AI with deep industry understanding, we help leading firms streamline complex processes, reduce manual effort, and unlock new levels of efficiency. Whether it’s automating tax workflows or accelerating financial operations, our tools are built to support modern professionals in delivering better results. We work with forward-thinking organizations across industries, and we’re looking for a Customer Solution Executive to help us make great first impressions and guide prospects into successful partnerships.

About the Role

As a Customer Solution Executive, you will be the first point of contact for prospective clients. You’ll introduce them to our products and services, identify their needs, and guide them through the early stages of their journey with us. You’ll work closely with our sales, product, and technical teams to ensure every introduction is warm, professional, and value-driven.

This role is perfect for someone personable, articulate, and curious, especially about artificial intelligence and its real-world applications. Knowledge of professional services industries (like tax, audit, or consulting) is a plus, but not required.

Responsibilities

• Serve as the initial point of contact for inbound and outbound customer inquiries

• Qualify leads and understand client pain points to tailor messaging and solutions

• Clearly communicate the value and capabilities of our AI products

• Schedule and coordinate discovery and demo calls with senior team members

• Maintain accurate and up-to-date records in our CRM system

• Collaborate cross-functionally to improve our outreach strategy and customer experience

• Stay current on industry trends and AI developments to bring thoughtful insights to conversations

Qualifications

• 2+ years of customer-facing experience (internships, sales, support, etc.)

• Strong communication skills—both verbal and written

• Personable, professional, and confident in speaking with clients

• Demonstrated interest in AI, technology, or innovation

• Ability to quickly learn and articulate complex technical solutions

• Self-starter with excellent organizational and time-management skills

• Bonus: Familiarity with industries like tax, accounting, legal, or consulting

Benefits

• Be part of a fast-moving team working on the future of work

• Get hands-on experience in AI and B2B SaaS

• Learn and grow in a supportive, high-energy environment

• Competitive compensation and benefits